Preb documentation
Guides for sales and marketing teams, plus a technical reference for developers. New here? Start with the Quickstart.
Getting Started
Set up Preb and book your first call in minutes.
SalesMarketingScheduling & Booking
Create booking links, control availability, and shape the booking form.
SalesMarketingLead Routing & Qualification
Filter, route, and qualify leads before they reach a host.
SalesMarketingGlobal Data (CRM)
Your contacts, calls, deals, and pipelines — one place to work them all.
SalesBookings Management
Run bookings day to day — reschedule, reassign, and record outcomes.
SalesInsights & Reporting
Read the funnel, understand the metrics, and export reports.
SalesMarketingMarketing & Tracking
Attribution, ad-platform tracking, and payment-based revenue.
MarketingIT / TechnicalIntegrations
Connect Preb to the tools your team already works in.
SalesMarketingTeam & Account
Workspaces, roles, seats, billing, and your personal profile.
SalesMarketingEmbedding & Developers
Embed the widget and integrate with the public API. (Technical)
IT / TechnicalMarketingHelp & Reference
Troubleshooting, glossary, release notes, and support.
SalesMarketingIT / Technical